---
title: How do I manage the Trade Desk Audit Pipeline?
description: This article covers how to effectively manage the Trade Desk Audit Pipeline on an ongoing basis.
---

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# How do I manage the Trade Desk Audit Pipeline?

## This article covers how to effectively manage the Trade Desk Audit Pipeline on an ongoing basis.

This pipeline is used to manage **First Audits** and ongoing **Routine Audits** for active accounts.

### **Key Notes**

- Tickets should generally be moved **at the end of the day**. This ensures all team activity — including work completed later in the evening — is accurately reflected before closing or advancing tickets.

### **1. First Audits (Newly Launched Accounts)**

- The **First Audits** column contains accounts that have recently launched and require their first audit before entering the ongoing audit cadence.
- First Audits are completed **7 days after the account goes live on Google**.

- - These tasks should be assigned **only on their specific due dates** to allow sufficient learning time before changes are made.
- Once a First Audit task is complete, move the ticket to **Closed**. 
    - When prompted about auditing again next month, select **Yes**.
    - Enter **today’s date** as the **Last Touch Date** to maintain accurate tracking of account activity.
    - Open the ticket and confirm:
      
          - The task inside the ticket is marked **Complete** and **notes have been added.** 
                  - If anything is missing, flag the assigned team member for follow-up.

 

### **2. Routine Audits (Ongoing Accounts)**

- Ongoing **Routine Audits** appear in the **New – Ongoing column.** There should be one ticket per active client.
- Tickets may remain in **New – Ongoing** until completed.
- Moving tickets to **In Progress** is optional and only used to indicate work is being done that day.
- Once a Routine Audit is complete, move the ticket to **Closed**.  
    - Open the ticket and confirm: 
          - The task inside the ticket is marked **Complete** and **notes have been added**. 
                  - If anything is missing, flag the assigned team member for follow-up.

### **3. When Accounts Are "Touched"**

- Any account change that requires a date update in Optmyzr — including optimizations, minor edits, or site transitions — requires the ticket to be moved in this pipeline to reset the next Routine Audit date.
  
    - For these non-audit updates, delete the task inside the ticket when moving it to **Closed**, since no Routine Audit was completed. This will prevent multiple Routine Audit tasks from being open at the same time for a single client.

 

### **4. Paused Accounts**

- If a Routine Audit is due for an account that is paused due to **client request, verification deadline,** or **CC/ad disapproval issues,** move the ticket to the appropriate **Paused** column**.** 
  
    - **Delete the task** inside the ticket so it does not appear in the task list.
- Once the issue is resolved and the account becomes again again, move the ticket to **Closed** to automatically trigger a new Routine Audit ticket.

### **5. Missing Accounts**

- If an active account is missing from the pipeline, click **Create Ticket** and enter the following details:
  
    - **Ticket Name:** Client Name
    - **Ticket Status:** New – Ongoing
    - **Ticket Description:** “Routine audit”
    - **Company Association:** Select the correct company
- Click **Create** to automatically trigger the ticket and corresponding task in the pipeline.

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